Synergy Investment Management LLC

Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.

Michael Wicks is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Synergy Investment Management LLC and has previously worked at Private Advisor Group, LPL Financial, and Independent Financial Partners. Synergy Investment Management LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients, employing a long-term, Modern Portfolio Theory–based investment approach that includes diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments.

Jeffrey Ackler is a CFP® professional with 33 years of industry experience. He is currently an investment advisor representative at Synergy Investment Management LLC and has previously worked at Merit Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, he owns and operates a travel agency franchise, Cruise Planners - Blue Harbor Getaways LLC. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for approximately 1,072 clients and employs a long-term, Modern Portfolio Theory–based investment approach utilizing diversified portfolios of mutual funds, ETFs, and other securities.

Liam Riley is a financial advisor at Synergy Investment Management LLC with a Series 65 designation and one year of experience at the firm. His prior roles include positions at Longship Group and teaching appointments at the University of Central Florida and Valencia College. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Thomas Gerardi is a financial advisor with Synergy Investment Management LLC in Ocala, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and SunTrust Advisory Services. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets across approximately 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach that incorporates a range of investment vehicles and proprietary quantitative tools.

Guy Davidson is a financial advisor with Synergy Investment Management LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he is involved with Bluegrass Chic Floral, a business he has been associated with since 2025. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets. The firm employs a long-term, Modern Portfolio Theory-based approach using diversified portfolios composed of mutual funds, ETFs, and other securities, supported by proprietary quantitative tools and multiple office locations.

Solomon Shen is a financial advisor at Synergy Investment Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Merit Financial Group, and Wells Fargo Advisors. Outside of his advisory work, Shen is the owner of Kick'N Ash BBQ, a home-based business. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, Modern Portfolio Theory–based investment approach, offering discretionary portfolio management and financial planning through diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments.

Carrie Letsinger is a financial advisor with Synergy Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at LPL Financial LLC, ProEquities, Inc, and Wachovia Bank, N.A. She provides investment advisory services through Synergy Investment Management, an independent registered investment advisor. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, constructing diversified portfolios using mutual funds, ETFs, and other investment vehicles, and incorporates proprietary quantitative tools in its recommendations.

Shari Flowers is a financial advisor at Synergy Investment Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2013. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other securities, and incorporates proprietary quantitative tools in its investment process.

Roberto Yudice is a financial advisor at Synergy Investment Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, LLC and LPL Financial LLC. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $460 million in assets and employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles.

Jimmy Greene is a financial advisor at Synergy Investment Management LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Cetera Advisors LLC. Greene also operates Greene Insurance Services of Orlando, Inc., an insurance agency he has owned since 2000. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for approximately 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach.

Christopher Claude Jr. is a financial advisor at Synergy Investment Management LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, LLC, Financial Services of Central Florida, Inc., and Integra Realty Resources. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients, employing a long-term, Modern Portfolio Theory–based approach that includes diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments.

Levi Silvas is a financial advisor at Synergy Investment Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Autosource, New Construction Plus, FedEx, and ASB Financial. Synergy Investment Management LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets across roughly 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach.

David Schlitt is a financial advisor at Synergy Investment Management LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Synergy in 2024, he worked at LPL Financial and Merit Financial Advisors. Outside of his advisory roles, he is involved with Schlitt Happens, LLC, a business entity for tax and investment purposes. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages diversified portfolios using a Modern Portfolio Theory–based approach and employs proprietary quantitative tools, overseeing assets for over 1,000 clients across six offices.

Isabel Ortiz is a CFP® professional with four years of industry experience currently working at Synergy Investment Management LLC. She has previously worked at LPL Financial, Merit Financial Group, and Stonebridge Financial Planning Group. Outside of her advisory role, she maintains involvement with WellCents, an investment-related business associated with LPL Financial. Synergy Investment Management LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles, while managing over $461 million in assets for approximately 1,072 clients across six offices.